- Raymond James Financial, Inc. (St. Petersburg, FL)
- … of trust accounts as needed * Attends and presents at monthly Trust Investment Committee meeting. * Ensures portfolios are compliant with company policies ... Fund Model portfolios. * Review and if prudent, approve portfolio adjustments as suggested by the financial advisor. *...and securities industry operations. * Various security types. * Investment management concepts as they pertain to trust… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review ... and approve portfolio changes. * Interacts with beneficiaries, their advisors and...operations. * Financial markets, products, financial advisory function and investment process. **Skill in** : * Personal trust… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review ... and approve portfolio changes. * Interacts with beneficiaries, their advisors and...operations. * Financial markets, products, financial advisory function and investment process. **Skill in** : * Personal trust… more
- Bank of America (Palm Beach, FL)
- …for high net worth clients. The MIE serves as the market's chief investment officer , helping to communicate the firm's thought leadership. Responsibilities ... Market Investment Executive Miami, Florida;Palm Beach, Florida **To proceed...reports to the Market Executive, overseeing a team of Portfolio Managers and/or Trust Officers. Based on… more
- Cherry Bekaert (Tallahassee, FL)
- …for clients seeking funding from other funding programs, and expand the portfolio of clients. The Director will work collaboratively internally and externally to ... square feet of new and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as 66%,… more
- JPMorgan Chase (Palm Beach, FL)
- …a Financial Planner for certain clients * an Insurance Specialist for certain clients * a Trust Officer in instances where we deliver trust services to the ... wealth solutions and the right team of advisors to manage the client's portfolio and serve their wealth needs. + Effectively advance opportunities presented to you… more